Ckredence-Diversified Fund

EQUITY MULTI CAP

Aims for long-term capital appreciation and superior returns by investing in a diversified basket of stocks across market caps.

+19.78%

3Y annualised returns

+12.53%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

23 Jun '21

Total AUM

₹95.13Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity90.5%

Cash9.5%

Equity market cap split

Large Cap35.4%

Small Cap33.3%

Mid Cap24.6%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

2.00%

PMS management

KB
Kartik Bhaskerray Mehta
Fund Manager, Portfolio Management Services
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About

Mr Kartik Bhaskerray Mehta is the Fund Manager of Portfolio Management Services. Armed with an MBA in Finance from the Indian Institute of Finance, Delhi, and with 20+ years of experience in Finance and Equity Management, he brings to the table an impressive knowledge of the market. Having worked with various esteemed institutions like IDFC Asset Management Ltd., Canara Robeco Asset Management Ltd., Sushil Financial Services Pvt Ltd, and Asset Alliance Securities Pvt Ltd, Mr. Kartik is the ideal person to manage a client portfolio and create comprehensive investment strategies.

Experience

Over 20 years of experience in finance and equity markets.

Investment philosophy

Specializes in finance and equity management.

Previously worked at